Dow Up 0.48% Nasdaq Up 0.43%

Baird LargeCap Inv (BHGSX)

8.62 Up 0.03(0.35%) Aug 19
Prev Close:8.59
YTD Return*:6.35%
Net Assets*:32.88M
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BHGSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
STX3.025.15
DISH2.917.29
MCO2.7611.57
MDT2.728.15
WFC2.6312.33

Fund Basics

Morningstar Overall Rating:
Total Assets:32.88M
Category:Large Blend
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:6.35%
5y Avg Return:15.10%
Rank in Category (ytd):12
% Rank in Category (ytd):0.73%
Beta (3y):1.18
Morningstar Risk Rating:4

Fund Summary

The investment seeks to provide long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of large-capitalization companies, principally common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. It may also invest in shares of exchange-traded funds ("ETFs") that principally invest in large-capitalization companies such as, without limitation, the iShares S&P Index Fund or SPDR S&P 500 ETF. View More
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